Estate Planning, Wills, and Trusts Lawyer in Anaheim, CA

We Have a Long History of Crafting Estate Plans That Meet Our Clients’ Needs and Exceed Their Expectations

An estate plan allows you to continue to have your wishes fulfilled when you are unable to care for yourself. It also enables you to provide for the well-being of your loved ones after your passing. While wills and trusts are the primary tools used to achieve these goals, there are also many other effective estate planning strategies that people should explore and consider.

OC Elder Law’s Founding Attorney Marty Burbank has been providing clients in Anaheim with estate planning services since 2003. Attorney Burbank and his team of experienced professionals specialize in creating comprehensive estate plans that are tailored to our clients’ unique circumstances. Let us help you secure your future with confidence.

OC Elder Law is dedicated to serving clients in Anaheim, CA. We are here to assist you with any legal matters pertaining to estate planning. Whether you have questions or need guidance, our team is prepared to provide you with reliable advice and assistance. Give us a call at (888) 493-5088 or reach out to us online to get started today.

Wills Attorney in Anaheim, CA

As most people know, your will takes effect after you die. It outlines how your money and property will be distributed in the aftermath of your passing. If your will is certified, a judge oversees the distribution process, which is called probate. However, probate can be costly and time-consuming. To avoid this hassle, many individuals opt to establish a trust instead. By doing so, they can make the process more efficient and less burdensome.

Anaheim Trusts Lawyer

A trust is a powerful legal document that enables you to bypass probate and override California's intestacy laws. It grants you the ability to transfer money and property to your chosen beneficiaries with little to no interference from the court. Here's how it works:

• Establishing the trust: As the grantor, you place your assets into the trust, which can then be divided and distributed according to your specific wishes after your passing. To do this, you'll need to re-title your deeds and other accounts into the name of the trust.
• Control during your lifetime: While you are alive, you retain control as the trustee. This means you can manage your assets and make changes to the trust as needed.
• Planning for the future: If you can no longer manage your affairs, a successor trustee of your choice will step in. Your successor trustee will be in a position to carry your wishes out as you intended.
• Distribution to beneficiaries: Once you pass away, your successor trustee will be responsible for coordinating the division and distribution of all trust assets to your beneficiaries.

By establishing a trust, you can improve the likelihood that your assets will be managed and distributed according to your wishes, while also minimizing the hassles and delays often associated with the probate process.

Benefits of Retaining an Anaheim Estate Planning Lawyer

Estate planning goes beyond just creating a last will and testament or trust. Crafting an effective estate plan can enable you to protect assets you leave to your beneficiaries from their creditors, establish a living trust, and minimize estate taxes.

Estate plans are especially advantageous to those who plan to donate a large portion of their assets to charity, are worried about estate taxes, or have been married more than once.

Schedule a Consultation with Our Experienced Estate Planning Attorney Today

OC Elder Law's team of experienced estate planning professionals is dedicated to assisting you in safeguarding your loved ones’ futures. Our deep understanding of estate law enables us to craft personalized estate plans that cater to our clients’ specific needs.

Our comprehensive services encompass a wide range of areas, including wills, trusts, asset protection, and incapacity planning. Don’t leave your legacy up to chance. Take the first step towards peace of mind and contact us today.

To learn more about our estate planning services and how our Anaheim estate planning lawyer can assist you, feel free to give us a call at (888) 493-5088 or book a free 15-minute virtual consultation with our legal team.